OneAscent Financial Services LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1780985
BIRMINGHAM, AL
Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$858,193
-$155,063 QoQ
Shares Held
2,158
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,201
of 2,222 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026OneAscent Financial Services LLC holds $858,193 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,158 | $858,193 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,193 | 2,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,013,256 | 2,198 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $211,818 | 374 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $859,128 | 1,921 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,171,591 | 2,156 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,156,455 | 2,335 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,133,697 | 2,172 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,061,634 | 2,161 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $917,725 | 2,063 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $872,011 | 2,185 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $765,807 | 2,270 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||